About the Book
Estate Planning: Principles and Problems
Substantially Revised and Expanded, Including New Case Studies and Recent Estate Planning Developments
William M. Gazur, University of Colorado
Robert M. Phillips, Member of the Colorado Bar
2011. 432 pages. ISBN: 978-1-4548-0537-3
With Teacher's Manual and Forms Supplement CD
About the Book
The easiest way for students to learn is by presenting them with real-life case studies and their solutions. Estate Planning: Principles and Problems, Third Edition introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios as they work through short exercises.
The third edition contains recent changes and developments in estate planning. The text is strategically ordered, moving from fundamental issues to progressively more complex principles and problems. Also included are a revised Teacher’s Manual and a valuable Forms Supplement on CD.
Among the features that have made this casebook a success:
• Case studies in every chapter emphasize problems that arise in the estate planning process
• Exercises and case studies explore a variety of issues and offer flexibility in teaching
• Chapter Overviews of topics covered, followed by detailed discussion of legal doctrines and principles
• An electronic forms supplement in CD supports a drafting component
• Topics ordered to cover fundamental issues first
• Flexible organization presents a life-cycle progression to reflect a clients changing needs
• Coverage of federal tax issues
• A bibliography at the end of each chapter
New to the Third Edition:
Substantial revisions to: tax relief and unemployment insurance reauthorization.
Expanded and updated coverage, including new cases.
Topics include same-sex marriage, pet trusts and durable powers of attorney.
Expanded discussion of values that clients find important.
New materials on Dealing with Clients.
Revised case studies.
Substantially updated forms supplement on CD.
Updated Teacher’s Manual.